Administrator

To effectively deliver a direct service to clients and IFAs by the processing of Servicing requests within specified servicing times.
 

• Strong Written and Verbal communication internally/externally
• Ability to deal with clients, both internal and external by telephone, faxand e-mail
• Assist with coaching & training team members, providing feedback todepartment manager
• Assist with checking work produced by other team members
• Identify problem areas and offer various solutions wherever possible
• Adhere to regulatory legislation and ensure compliance requirementsare met
• Work as part of a team
• Work to deadlines
• Vetting, setting up and processing of Assignments & Notice of Interest
• Vetting and processing Trust requests (placing into Trust, AdditionalTrustees/Retirement of Trustees requests etc.)
• Dealing with and understanding Death claims processes
• Checking and applying Regular premiums to the system
• Processing more complex work items